WS
P

Wedbush Securities’s Everpure Inc P Stock Holding History

Wedbush Securities’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,056
Closed -$249K – 1171
2024
Q4 		$249K Sell
4,056
-550
-12% -$30.6K 0.01% 918
2024
Q3 		$231K Sell
4,606
-7,994
-63% -$452K 0.01% 931
2024
Q2 		$809K Buy
12,600
+7,907
+168% +$458K 0.03% 437
2024
Q1 		$244K Buy
+4,693
New +$210K 0.01% 979
2021
Q2 		– Sell
-32,499
Closed -$700K – 1185
2021
Q1 		$700K Buy
+32,499
New +$773K 0.04% 444

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wedbush Securities's P Position: Q1 2025 in Review

Wedbush Securities sold out of Everpure Inc (P) in Q1 2025, closing a stake of 4,056 shares — an estimated $249K sold.

Wedbush Securities first reported a position in P in Q1 2021 and held it in 5 quarters. The position peaked at $809K in Q2 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Wedbush Securities reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 4,056 Everpure Inc shares in Q1 2025, an estimated $249K.
  • Wedbush Securities first reported a position in Everpure Inc in Q1 2021 and held it in 5 quarters.
  • Wedbush Securities's Everpure Inc position peaked at $809K in Q2 2024.
  • 648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.